Samantha Macchia is a CFP® and ChFC® with 25 years of experience in financial advising. She has been with Summit Financial Strategies, Inc. since 1996. Based in Columbus, OH, she currently serves as an advisor at Summit Financial Strategies Inc. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm operates as a fee-only adviser offering investment advisory, wealth management, standalone financial and tax planning, and a discretionary program for smaller accounts, utilizing both long-term and shorter-term investment strategies.

Jonathan Yarger is a financial advisor with Yarger Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to founding his current firm in 2020, he worked at Raymond James Financial and Raymond James Financial Services for over a decade. Outside of his advisory role, he is involved in real estate investment and management through entities such as JY Capital, LLC and CheeLIe LLC. Yarger Wealth Strategies is an SEC-registered firm providing discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm constructs customized portfolios primarily using ETFs, mutual funds, individual equities and bonds, and incorporates alternative investments as appropriate, with an emphasis on fundamental analysis and a primarily long-term investment horizon.

Michael Scherer is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Summit Financial Strategies, Inc. since 2015. Summit Financial Strategies serves individual clients, including high-net-worth households, as well as trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning, and a discretionary program for smaller relationships, operating as a fee-only adviser with a fiduciary oath and a focus on long-term investment strategies.

H Juckett is a financial advisor at Columbus Investment Advisory Inc. with 6 years of industry experience. He holds the Series 63 designation and has been with Columbus Investment Advisory since 2011. The firm provides discretionary portfolio management and limited financial consulting primarily to high-net-worth individuals, families, trusts, individual retirement accounts, and charitable foundations. Columbus Investment Advisory manages approximately $405 million in client assets and employs a proprietary fundamental research approach focused on undervalued stocks and investment-grade bonds.

Zachary Kountz is a financial advisor at Swisher Financial Concepts, Inc. with nine years of industry experience. He holds the CFP® certification and Series 66 license. His prior work includes roles at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, he is involved in insurance activities related to life, health, accident, and disability coverage. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides fee-based financial planning, individualized investment management, and pension consulting, employing a client-specific approach grounded in fundamental and technical analysis with regular portfolio reviews.

Kate Coghill is a CFP® professional with eight years of experience, currently serving at Summit Financial Strategies Inc. in Columbus, OH. Prior to joining Summit, she worked at Madewell and The Ohio State University. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment advisory and wealth management services alongside standalone financial and tax planning, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies and ongoing portfolio monitoring.

Wendy Trout is a CFP® professional with 19 years of industry experience. She has been with Summit Financial Strategies Inc since 2011. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of services such as investment advisory, wealth management, financial and tax planning, and discretionary portfolio management with an emphasis on long-term strategies and ongoing monitoring.

Michael Henn is a CFP® professional with 24 years of industry experience, currently serving at Swisher Financial Concepts, Inc. since 2008. He previously worked at THE O.N. Equity Sales Company for 11 years. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides fee-based financial planning, investment management, and pension consulting, using a client-specific approach to develop investment policies and asset allocation targets with regular portfolio reviews.

Joseph Reardon is a CFP® with 24 years of industry experience and has been with Summit Financial Strategies Inc since 2008. He holds the Series 63 designation and is based in Columbus, OH. Summit Financial Strategies serves individuals, business entities, trusts, estates, and charitable organizations, offering advisory services that include investment management, financial planning, tax planning, and retirement plan services. The firm constructs diversified portfolios emphasizing long-term allocations and employs third-party platforms for account aggregation, tax-efficient asset location, and opportunistic rebalancing, while maintaining a fiduciary fee-only model.

Summer Anderson is a CFP® professional with nine years of experience at Summit Financial Strategies Inc in Columbus, OH. She has worked at Summit since 2015 and was previously affiliated with The Ohio State University from 2013 to 2017. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and discretionary portfolio management with a range of investment strategies and tools.

Roman Korolchuk is a CFP® professional with eight years at Summit Financial Strategies Inc and three years of industry experience. Prior to joining Summit, he worked at Ohio State Wexner Medical Center and The Ohio State University. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, standalone financial and tax planning, and a discretionary program for smaller accounts, operating as a fee-only fiduciary with a focus on long-term portfolio strategies alongside flexible investment options.

Isaac Miller is a Series 65-licensed advisor at Solyco Wealth LLC with three years of industry experience. He previously worked at Evolution Financial Group, Mass Mutual, and The Lake Club. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning. The firm uses a combination of low-cost mutual funds, ETFs, individual securities, and alternative investments, employing both fundamental and technical analysis with a generally long-term investment focus.

Christopher Brubaker is a financial advisor with Swisher Financial Concepts, Inc. in Westerville, Ohio, holding a Series 66 designation and three years of industry experience. He previously worked at Cambridge Investment Research and Roger D Fields Associates. Outside of his advisory work, he serves as a golf caddy at local country clubs. Swisher Financial Concepts serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm provides fee-based financial planning, investment management, and pension consulting, employing client-specific investment policies and a blend of fundamental and technical analysis.

Steven Cavalieri is a CFP® and CFA® at Summit Financial Strategies Inc with two years of industry experience. He previously worked at Mariner Investment Group for eight years and had a brief tenure at Delta Capital Management, Inc. Cavalieri is based in Columbus, OH. Summit Financial Strategies serves a diverse clientele including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers investment advisory, wealth management, financial and tax planning services, and a discretionary program for smaller accounts, emphasizing long-term investment strategies combined with ongoing portfolio monitoring.

Nicholas Giardina is a financial advisor at Packerland Brokerage Services, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including LPL Enterprise, The Prudential Insurance Company of America, and The Vanguard Group. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of over 170 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides investment solutions both directly and through third-party managers using the Hilltop/Hilltop-cleared Envestnet platform.

Christopher Ryan is a financial advisor at Manning & Napier Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Manning & Napier in various roles since 2006. Outside of his advisory duties, he serves as Regional President (Alumni) of Evan Scholars and is a board member of Charitable Gift Planners of Central Ohio. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering non-discretionary advice. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection, supported by systematic strategies and specialized fixed income management.

James Zifer Jr. is a financial advisor at Creativeone Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Preferred Planning Services since 1996 and Change Path LLC since 2017. He also serves as a board member of the New Albany Exchange Condo Association. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs a mix of proprietary and third-party model portfolios and investment strategies, including ETFs, mutual funds, options, and private investments.

Matthew Posey is a financial advisor with BFC Planning, Inc. in Gahanna, Ohio, holding 37 years of industry experience. He has worked with Securities Management & Research, Inc. since 1988. Posey serves as a board member of The Chris Castle Memorial Fund, Inc., a charitable organization focused on planning charity events. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services, utilizing various platforms and strategies tailored to individual advisor preferences.

Brian McBride is a financial advisor at First Citizens Asset Management, Inc. He holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at The Huntington Investment Company and The Huntington National Bank. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and other institutions. The firm employs a global multi-asset class investment approach that combines fundamental, quantitative, and technical analysis across various implementation frameworks.

Sheila Steury is a financial advisor with Lanark Financial, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at Stifel since 2009, UBS Financial Services since 2007, and Mcdonald Investments Inc. since 1999. Lanark Financial provides investment management and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets through multiple advisor teams and utilizes a mix of discretionary and non-discretionary arrangements supported by various program-based accounts and affiliated investment management divisions.